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Vincci Won-che Ma

Kera Capital Partners

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About Vincci Won-che Ma

Vincci Won-che Ma is an investment advisor representative with Kera Capital Partners. Vincci has been in the industry since 2007 and has been registered with Kera Capital Partners since 2022. Vincci is also registered in California and Texas. Previously, Vincci worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. Vincci has a Series 66, Series 7 and SIE. Vincci's firm specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. Vincci is also a owner of VINCELA, a soap business.

Firm Information

Vincci Ma is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vincci Ma’s Registration & Firm History

CA

09/15/2022 - Present

Kera Capital Partners (DALY CITY CA)

CA

06/01/2009 - 04/12/2022

MORGAN STANLEY (San Francisco CA)

CA

07/03/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 11/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincci Won-che Ma.
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